Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

Like Datadog and Snowflake are good examples of this.

Two is that there's a clear AI tailwind for the use case.

So cybersecurity is a big one there.

And then a third good one is that you can actually leverage AI to accelerate share gains.

So maybe you're not the market leader or you're a faster growing smaller company.

And if you are a newer company that has better AI than an incumbent, you can actually accelerate your share gains from that.

On the bad side of the T chart, the first one obviously is perceived business model exposure.

So like you're a per-sheet model in an economy going down this AI outcome oriented or token oriented business model path.

Two, you have an easily replicable product or easily replicable value with coding agents or something else like it.

So this is obviously where Wix gets really dinged, obviously Intuit as well.

I think a ton of Intuit's profit comes from TurboTax and everyone's scared now that TurboTax will become extremely easily replicable in the future.

A third bad thing is if you're already the market leader and you only have share to lose, if you're already the incumbent, that's a really tough place to be because there's not really share to gain, there's only share to lose and AI is a great way for startups to take share from you.

And then the fourth is if your product's just lame, ultimately enterprises have an IT budget.

There's a pie that equates to 100%.

And right now, let's say on average, that pie is 10% AI spend and 90% other software.

People probably want to make it more weighted to AI, maybe even 50-50.

So that 40% from 90% down to 50%, it's got to come from somewhere.

So if you just have like a lame product that was already on the fringes anyway, you're going to get dinged and your retention is going to go way down.

So if we take like wicks through this, you know, everyone has some mix of these good and bad.

And what the market is doing is weighing, do I believe the bad is worse than the good or the good is better than the bad?

Showing 241–260 of 383 · page 13 of 20